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iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWA
351
Beacon Pointe Wealth Advisors
California
$392K -$14.4K -200 -3%
CWP
352
Capital Wealth Planning
Florida
$389K +$28.7K +400 +8%
IWC
353
Integrated Wealth Concepts
Massachusetts
$388K +$87K +1,210 +28%
SHJ
354
Sharkey, Howes & Javer
Colorado
$385K +$391K +5,442 New
MM
355
Meridian Management
Arkansas
$382K – – –
SQA
356
Simon Quick Advisors
New Jersey
$377K -$3.63M -50,546 -90%
RMDI
357
R.M. Davis Inc
Maine
$377K – – –
ABC
358
Associated Banc-Corp
Wisconsin
$375K +$381K +5,296 New
VCA
359
Verdence Capital Advisors
Maryland
$373K +$118K +1,644 +45%
IF
360
IRON Financial
Illinois
$368K – – –
SMFS
361
Squar Milner Financial Services
California
$363K -$157K -2,186 -34%
WI
362
WrapManager Inc
California
$360K -$6.9K -96 -2%
GRP
363
Global Retirement Partners
California
$352K -$74.5K -1,036 -17%
LCM
364
Liberty Capital Management
Michigan
$352K -$57.5K -800 -14%
VWA
365
V Wealth Advisors
Kansas
$352K -$5.03K -70 -1%
BAM
366
Belpointe Asset Management
Nevada
$349K -$64.5K -898 -15%
CAG
367
Csenge Advisory Group
Florida
$348K +$73.7K +1,026 +26%
CWS
368
Cypress Wealth Services
California
$347K +$23.4K +326 +7%
WTC
369
WhitTier Trust Company
Nevada
$343K – – –
IWP
370
Icon Wealth Partners
Texas
$342K – – –
CA
371
Commerzbank Aktiengesellschaft
Germany
$340K – – –
CWM
372
CCG Wealth Management
California
$337K -$14.4K -200 -4%
TP
373
Tranquility Partners
Tennessee
$336K -$9.05K -126 -3%
SC
374
SouthState Corp
Florida
$335K – – –
SWM
375
SVA Wealth Management
Wisconsin
$332K – – –
13 14
15
16 17